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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,458 Cr
Lock In Period
N/A
Expense Ratio
2.18
Benchmark
Nifty India Consumption Total Return
Exit Load
0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.
Summary
Latest details for Sundaram Consumption Fund Growth include a ₹84.7289 NAV as of Mar 12,2026 and returns since inception of 44.16%. Minimum investments start at SIP ₹100. The Sundaram Consumption Fund Growth AUM is ₹1,458 Cr, with a lock-in of N/A years, expense ratio of 2.18%, and benchmark Nifty India Consumption Total Return. Exit load is - 0.5% - For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment. NIL - For redemption or withdrawn by way of SWP or transfer by way of Switch/ STP after 30 days from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -9.71% returns, against a category average of -1.20% and a category best of 2.78%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -9.71 | -1.20 | 2.78 |
| 6M | -14.98 | 1.79 | 26.20 |
| 1Y | -0.41 | 6.84 | 22.28 |
| 3Y | 12.97 | 17.43 | 142.02 |
Portfolio Analysis
- Equity: 98.68%
- Debt: 1.32%
- Others
As on: 2026-01-31
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About Fund
Sundaram Consumption Fund Growth managed by Sundaram Mutual Fund,is a Consumerscheme with Assets Under Management of ₹1,458 Crore. The fund benchmarks its performance against the Nifty India Consumption Total Return while maintaining an expense ratio of 2.18. Under the expert guidance of Anuj Bansal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMahindra Manulife Consumption Fund Growth | 1 | 513.27 CR | 2.39 |
| This FundAditya Birla Sun Life Consumption Fund Growth | 1 | 6184.16 CR | 1.83 |
| This FundSundaram Consumption Fund Growth | 3 | 1457.55 CR | 2.18 |
| This FundMirae Asset Great Consumer Fund Growth | 5 | 4472.86 CR | 1.85 |
| This FundTata India Consumer Fund Growth | 5 | 2490.73 CR | 1.99 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMahindra Manulife Consumption Fund Growth | 2.5725 | 43.8989 |
| This FundAditya Birla Sun Life Consumption Fund Growth | 4.1426 | 43.9376 |
| This FundSundaram Consumption Fund Growth | -0.4055 | 44.1599 |
| This FundMirae Asset Great Consumer Fund Growth | 4.1749 | 47.5889 |
| This FundTata India Consumer Fund Growth | 3.5487 | 53.741 |
FAQs
Sundaram Consumption Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sundaram Consumption Fund Growth is 2.18. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sundaram Consumption Fund Growth’s fund performance is as follows:
- 1 Month : -9.71%
- 6 Months : -14.98%
- 1 Year : -0.41%
- 3 Years : 12.97%
You can invest in Sundaram Consumption Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sundaram Consumption Fund Growth is ₹1,458 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sundaram Consumption Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500